Articles
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Feb 29, 2024 |
carsongroup.com | Ryan Detrick |Carson Group |Chelsi Balfour |Sonu Varghese
“Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” Winston ChurchillFirst off, happy Leap Day! We get an extra day every four years and hopefully you have fun today. Well, so much for February being a historically weak month. The amazing bull market continued and the S&P 500 is about to close higher in both January and February. We noted in As Goes January, So Goes the Year?
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Aug 18, 2023 |
carsongroup.com | Ryan Detrick |Sonu Varghese |Jamie Hopkins
Another month, another slew of economic data that not only shows that the economy is resilient, but it may in fact be accelerating. Here’s a quick recap. Retail sales and food services rose 0.7% in July. One month may be noisy, but even if you take a 3-month average, retail sales rose 7% at an annualized pace. By the way, inflation was up just 1.9% over this period. Which means inflation-adjusted retail sales rose at a 5% annualized pace and leaves it 7% above the pre-pandemic trend.
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Aug 1, 2023 |
carsongroup.com | Sonu Varghese |Jamie Hopkins |Ryan Detrick
“Plans are worthless, but planning is everything.” President Dwight D. EisenhowerAnother month and more strong gains. Make that five months in a row, the S&P 500 finished higher. The S&P 500 is now up close to 20% on the year, just like everyone predicted. 😉We came into the year overweight stocks and remain there, so this run has been a lot of fun for us. But honestly, while we’ve been bullish, even we’ve been surprised by how strong markets have been. So let’s get the bad news out of the way.
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Jan 29, 2023 |
advisoranalyst.com | Ryan Detrick
by Jeffrey Buchbinder, CFA, Chief Equity Strategist, LPL Financial,Quincy Krosby, PhD, Chief Global Strategist, LPL Financial,Jeffrey Roach, PhD, Chief Economist, LPL Financial,Adam Turnquist, CMT, Chief Technical Strategist, LPL FinancialThe latest episode of the debate between stock market bulls and bears has gotten more interesting. For every valid point from one side, there’s an equally compelling argument on the other side.
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